ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$1.18M
3
+$795K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$505K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$495K

Top Sells

1
+$1.03M
2
+$941K
3
+$778K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$735K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$542K

Sector Composition

1 Energy 11.53%
2 Healthcare 3.02%
3 Industrials 2.88%
4 Technology 2.72%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
23
-119
752
$2K ﹤0.01%
44
753
$1K ﹤0.01%
15
-25
754
$1K ﹤0.01%
13
755
$1K ﹤0.01%
28
756
$1K ﹤0.01%
13
757
$1K ﹤0.01%
26
-30
758
$1K ﹤0.01%
27
759
$1K ﹤0.01%
27
760
$1K ﹤0.01%
13
761
$1K ﹤0.01%
10
762
$1K ﹤0.01%
24
763
$1K ﹤0.01%
9
764
$1K ﹤0.01%
26
765
$1K ﹤0.01%
7
766
$1K ﹤0.01%
35
+1
767
$1K ﹤0.01%
31
768
$1K ﹤0.01%
65
-5
769
$1K ﹤0.01%
26
+3
770
$1K ﹤0.01%
32
771
$1K ﹤0.01%
11
-1,437
772
$1K ﹤0.01%
29
773
$1K ﹤0.01%
12
+1
774
$1K ﹤0.01%
+19
775
$1K ﹤0.01%
40
29 30
31
32 33